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Buy the Gap... or Buy the Dip?

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Total Wealth

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Buy This, Not That: Should You Chase Amazon's Gap or Buy Microsoft's Dip?

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Shah Gilani

Shah Gilani
Chief Investment Strategist

Amazon just gapped up on cloud earnings.

Should you chase it?

Or is Microsoft's sideways action the real opportunity?

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I've been getting this question all week, so let's settle it once and for all.

AWS brought in $33.02 billion last quarter. Azure pulled $30.98 billion.

But here's where it gets interesting...

Operating margins: One is in the mid-30s. The other is in the low 40s.

Year-over-year growth: One is at 20%. The other is at 40%.

When you put all the pieces together - revenue, margins, growth rates, and chart patterns - only one of these cloud giants makes sense as a buy right now.

In today's Buy This, Not That, I show you exactly which one... and why.

Click here or on the thumbnail below to watch.

Cheers,

Shah

Video - Buy This, Not That
 
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